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Investment Strategy

First we establish your investment goals; for capital preservation, growth, income or perhaps investing for children’s university fees, inheritance tax efficiency, holiday home purchase, etc.

We then consider your;

  • attitude to investment risk
  • investment time horizon
  • capacity for loss
  • tax position (now and in the future)

Once this is complete we will recommend the correct tax wrapper to meet your objectives in the most tax efficient way - utilising ISA allowances, pension allowances and other reliefs where possible.

Finally, we will recommend the investment solution which best meets these goals. Being passionately independent, we have the whole investment universe available to us, enabling us to match high performing, cost effective, consistent investment strategies aligned with your goals.

 

The value of your investments can fall as well as rise.

I like the fact that Prime Wealth's recommended investment managers are reacting to market conditions on a day to day basis"

Prime Wealth Planning Limited is an appointed representative of Best Practice IFA Group Ltd, which is authorised and regulated by the Financial Conduct Authority. Registered Office: 5 Argosy Court, Scimitar Way, Whitley Business Park, Coventry, CV3 4GA. Registered in England and Wales No. 8003140. A list of Directors is available at the Registered Office. The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK. Prime Wealth Planning Limited is entered on the FCA register (https://register.fca.org.uk/) under reference 586270. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.